Office Manager - Pakenham

All vacancies of AustraliaAdministration & Office SupportOffice Manager - Pakenham

Office Manager in an expanding Financial Planning Practice based in Pakenham.

Summary about this job

Office Management

Company: Choose Wealth Financial Group

Location: Melbourne

Work type: Full Time

Salary: $55,000 - $64,999

Phone: +61-7-2257-7400

Fax: +61-8-3360-9394

E-mail: n\a

Site:

Detail information about job Office Manager - Pakenham. Terms and conditions vacancy

About the business and the role

We are primarily a Financial Planning business with Lending and Accounting at arm's length. 

Our growing Financial Planning firm is looking for an experienced and committed Office Manager to join our dynamic team and work alongside our Financial Planners and Administration Team.

Located in Pakenham, we are looking to fill this position as soon as possible, therefore the ideal candidate will have full availability to work full time hours, Monday to Friday on a full-time contract.

Job tasks and responsibilities

  • Managing a team of 2 administration assistants and 4 advisers
  • Maintain and distribute fee disclosure and opt-in register paperwork
  • Managing ad hoc requests
  • Liaising with external service providers
  • Maintaining client databases and files
  • Compliance – keeping up to date with QAF's and making sure all files are compliant
  • Regular upkeep and management of new business spreadsheet
  • Management of incoming new business commissions 
  • Management of office accounts
  • Data input from external providers

Skills and Attributes

  • Previous experience in Financial Planning Industry is a must
  • Previous office management and administration experience is a must
  • Neat, professional presentation
  • Clear verbal and written communication skills
  • Show initiative, enthusiasm and a can-do attitude
  • Proactive and be able to meet deadlines
  • Strong attention to detail
  • Excellent computer skills
  • Fast learner
  • Proficient in MS office
  • Prior experience in XPLAN preferred, but not essential 

Job benefits and perks

Ease of travel to and from the office with easy parking.
Comfortable and professional office.
Financial bonus based on team performance.
Great working culture.

Please note, only successful candidates will be contacted.

Responds for Office Manager - Pakenham on FaceBook

Read all comments for Office Manager - Pakenham. Leave a respond Office Manager - Pakenham in social networks. Office Manager - Pakenham on Facebook, LinkedIn and Google+